Relationship Banker II

Essential Responsibilities

• Proactively initiates contact with customers to determine banking needs.
• Accurately processes a variety of transactions such as deposits, withdrawals and payments.
• Maintains responsibility for cash drawer and follows proper balancing procedures.
• Responds to customer inquiries with a positive attitude and refers problems or concerns to appropriate person for further action as needed.
• Follows-up to be sure the problem has been resolved.
• Cross-sells the Bank’s products and services by tailoring recommendations after exploring customer financial necessities and goals through needs-based conversations.
• Demonstrates and provides customer training and support with all mobile and online banking programs.
• Maintains a quality knowledge of current products, fees, and policies and is able to provide customer education.
• May assist customers with safe deposit boxes.
• Actively participates in the Bank’s customer-needs based sales program, both as an individual and a team player.
• Performs all duties in accordance with prescribed regulatory compliance guidelines.
• Maintains knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable.

Additional Responsibilities for Relationship Banker II

• Serves as a supervisor in the branch and may be relied upon to oversee the daily operations of the teller line, including proper use of the supervisor override, bank check signing, approval of check cashing/depositing, sound understanding of Regulation CC as it applies to requirements for available funds.
• May assist the Branch with ordering vault cash, preparing cash shipments, daily balancing of vault and ATMs.
• Understands and honors dual control requirements for cash, vaults and ATMs.
• Cultivates customer relationships by offering banking services and expertise to enhance the customer experience. This includes processing financial transactions, providing account services, and product education.
• Prolonged Standing Ability to lift and carry up to 25 pounds on an occasional basis.

Qualifications

• High School Diploma / GED required; Associates Degree in business or related field preferred.
• Relationship Banker I: One to three years of previous retail banking experience in a Teller or Relationship Banker I role preferred.
• Relationship Banker II: One to three years of previous retail banking experience in a Relationship Banker role preferred.
• Ability to maintain confidentiality with tact and diplomacy.